Apple Tree Wealth Management - Bethlehem (PA)

Jonah Gonzalez Daniel was an excellent Pearson to talk to. He had all the answers for me. Very professional. This office is in York, PA.

Kathy Higham We inherited a pretty complicated estate which also involves a disabled brother who we manage all aspects of his life. The team at Evergreen has earned our trust wading through all of the ins and outs dealing with many out of State issues, tax issues and trusts. They have managed our money flawlessly, referring us to other trusted professionals for our team when needed and had fantastic communication all the way. We shudder to think of where we would be had our attorney Jim Malee not referred us to Evergreen. We feel so fortunate to be working with the professionals there, specifically Jim Dinsmore, Jesse Cornell and Lisa Lytle.

Derek Brown Very good customer service. The staff is more than helpful with everything and will to go above and beyond to suit your needs and make it easy as possible. Only thing I disliked was it seemed a little unorthodox on how they did the personal loan to buy a car. Other than that they were great to deal with and would highly recommend if youre looking for a loan

Joyce Harvey Started my loan request on line but didnt finish it. Got a call from One Main the next morning and by that afternoon the money was in my bank.

paige nealer Bob is great and his staff is always helpful. I have had my ira with them since i was 18. Very highly recommend.

Apollo Storm This bank is way better than First National & First Summit. I never feel rushed & they make me feel welcome.